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JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) Institutional Ownership

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF logo
$121.87 -0.02 (-0.02%)
Closing price 04:10 PM Eastern
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$121.88 +0.01 (+0.01%)
As of 05:29 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BATS:BBMC)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$13.92M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$243.70M
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Skip Chart & View Institutional Buying and Selling Data

BBMC Institutional Buying and Selling by Quarter

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026Gradient Investments LLC5,809$700K0.0%N/A0.035%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group7,291$876K0.1%-3.1%0.045%
9/2/2026Citadel Advisors LLC19,405$2.47M0.0%+52.8%0.118%
8/22/2026Elevation Wealth Management LLC4,883$621K0.5%-3.1%0.030%
7/8/2026Gradient Investments LLC7,162$911K0.0%-16.5%0.044%
5/19/2026Bank of America Corp DE12,640$1.37M0.0%+273.4%0.074%
5/18/2026Royal Bank of Canada6,149$667K0.0%+92.8%0.036%
5/5/2026Bank of New York Mellon Corp7,330$795K0.0%-77.6%0.043%
5/5/2026Geneos Wealth Management Inc.2,096$227K0.0%-6.9%0.012%
5/5/2026Sanctuary Advisors LLC8,649$938K0.0%-74.6%0.050%
5/4/2026Archer Investment Corp4,516$490K0.1%N/A0.026%
4/30/2026IAG Wealth Partners LLC8,368$907K0.1%-4.6%0.049%
4/27/2026Private Advisor Group LLC4,083$443K0.0%N/A0.024%
4/22/2026Janney Montgomery Scott LLC154,078$16.70M0.0%-10.0%0.891%
4/16/2026Triad Wealth Partners LLC5,290$573K0.0%+15.3%0.031%
2/17/2026Osaic Holdings Inc.25,079$2.68M0.0%-12.3%0.144%
2/17/2026Royal Bank of Canada3,190$340K0.0%-85.4%0.018%
2/13/2026Kestra Advisory Services LLC995$106K0.0%N/A0.006%
2/12/2026Elevation Wealth Management LLC5,250$560K0.5%N/A0.030%
2/12/2026Jane Street Group LLC20,744$2.21M0.0%N/A0.119%
2/12/2026Steward Partners Investment Advisory LLC3,381$360K0.0%-3.0%0.019%
2/11/2026Janney Montgomery Scott LLC171,144$18.25M0.0%-0.9%0.981%
2/11/2026LPL Financial LLC28,925$3.08M0.0%+2.2%0.166%
2/11/2026JPMorgan Chase & Co.15,660,497$1.67B0.1%-10.6%89.745%
2/10/2026IAG Wealth Partners LLC8,771$935K0.1%-4.1%0.050%
2/3/2026MGO One Seven LLC7,589$809K0.0%+11.4%0.044%
2/2/2026Cornerstone Planning Group LLC1,083$122K0.0%N/A0.006%
1/29/2026Sanctuary Advisors LLC34,055$3.63M0.0%+1,507.1%0.202%
1/29/2026TBH Global Asset Management LLC15,284$1.63M0.3%N/A0.091%
1/28/2026Geneos Wealth Management Inc.2,252$240K0.0%+5.4%0.013%
1/22/2026Triad Wealth Partners LLC4,588$489K0.0%N/A0.027%
1/14/2026ACT Advisors LLC.13,861$1.48M0.6%-2.1%0.082%
1/12/2026Thrive Wealth Management LLC1,943$207K0.0%-12.3%0.011%
1/8/2026Gradient Investments LLC9,294$991K0.0%-3.9%0.055%
11/17/2025Susquehanna International Group LLP3,472$361K0.0%-80.9%0.019%
11/17/2025Flow Traders U.S. LLC29,366$3.05M0.1%+50.1%0.157%
11/17/2025Citadel Advisors LLC8,173$850K0.0%+20.4%0.044%
11/17/2025Bank of America Corp DE2,763$287K0.0%-58.9%0.015%
11/7/2025JPMorgan Chase & Co.17,508,831$1.82B0.1%-1.9%93.380%
10/24/2025MGO One Seven LLC6,812$708K0.0%+17.1%0.036%
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10/22/2025Geneos Wealth Management Inc.2,136$222K0.0%+31.0%0.011%
10/20/2025Ascent Group LLC3,171$330K0.0%+13.0%0.017%
10/6/2025Gradient Investments LLC9,674$1.01M0.0%-16.0%0.052%
9/4/2025Osaic Holdings Inc.34,147$3.30M0.0%-39.6%0.178%
8/18/2025Geneos Wealth Management Inc.1,630$159K0.0%+29.4%0.009%
8/15/2025Bank of America Corp DE6,721$655K0.0%+3.3%0.035%
8/14/2025Raymond James Financial Inc.1,480$144K0.0%N/A0.008%
8/13/2025Flow Traders U.S. LLC19,559$1.91M0.1%-57.0%0.102%
8/13/2025IAG Wealth Partners LLC9,101$887K0.1%+105.0%0.048%
8/12/2025Steward Partners Investment Advisory LLC3,207$313K0.0%+8.2%0.017%
8/12/2025JPMorgan Chase & Co.17,839,219$1.74B0.1%-2.1%93.253%
7/31/2025MN Wealth Advisors LLC3,816$372K0.2%-12.3%0.020%
7/25/2025MGO One Seven LLC5,819$567K0.0%N/A0.030%
7/21/2025Ascent Group LLC2,807$274K0.0%-12.0%0.015%
7/17/2025Janney Montgomery Scott LLC174,864$17.04M0.0%+1.9%0.914%
7/15/2025ACT Advisors LLC.14,202$1.38M0.6%+0.9%0.074%
7/9/2025Thrive Wealth Management LLC2,215$216K0.0%N/A0.012%
7/8/2025Gradient Investments LLC11,522$1.12M0.0%N/A0.060%
6/27/2025Goldman Sachs Group Inc.15,340$1.38M0.0%+235.3%0.079%
5/22/2025Mattson Financial Services LLC411$37K0.0%N/A0.002%
5/21/2025Geneos Wealth Management Inc.1,260$114K0.0%+26.5%0.006%
5/19/2025Jane Street Group LLC17,663$1.59M0.0%N/A0.091%
5/16/2025Ascent Group LLC3,191$288K0.0%-34.2%0.016%
5/16/2025Goldman Sachs Group Inc.15,340$1.38M0.0%+235.3%0.079%
5/16/2025Jones Financial Companies Lllp217,280$19.58M0.0%N/A1.118%
5/15/2025Royal Bank of Canada4,442$400K0.0%+31,628.6%0.023%
5/14/2025Flow Traders U.S. LLC45,500$4.10M0.2%+259.9%0.238%
5/12/2025JPMorgan Chase & Co.18,221,194$1.64B0.1%+4.9%95.150%
5/7/2025LPL Financial LLC26,234$2.36M0.0%-91.0%0.137%
5/6/2025Assetmark Inc.19,848$1.79M0.0%-78.9%0.104%
4/29/2025Sutton Place Investors LLC3,694$333K0.2%+5.4%0.019%
4/24/20253Chopt Investment Partners LLC1,935$174K0.0%N/A0.010%
4/21/2025MN Wealth Advisors LLC4,352$392K0.2%-40.5%0.023%
4/18/2025Prosperity Wealth Management Inc.8,039$724K0.3%+3.3%0.042%
4/17/2025Janney Montgomery Scott LLC171,666$15.47M0.0%-42.7%0.889%
4/16/2025IAG Wealth Partners LLC4,440$400K0.1%-11.5%0.023%
4/10/2025ACT Advisors LLC.14,076$1.27M0.7%+1.9%0.073%
4/7/2025AdvisorNet Financial Inc1,211$109K0.0%+107.7%0.006%
2/25/2025B. Riley Wealth Advisors Inc.2,885$278K0.0%N/A0.016%
2/21/2025Ascent Group LLC4,850$467K0.0%+59.5%0.026%
2/17/2025Cetera Investment Advisers26,669$2.57M0.0%N/A0.145%
2/17/2025Citadel Advisors LLC22,285$2.14M0.0%-80.1%0.121%
2/17/2025Bank of America Corp DE1,290$124K0.0%+60.0%0.007%
2/14/2025Integrated Wealth Concepts LLC2,574$248K0.0%N/A0.014%
2/14/2025MML Investors Services LLC13,932$1.34M0.0%N/A0.076%
2/14/2025GeoWealth Management LLC1,840$177K0.0%+491.6%0.010%
2/14/2025Concourse Financial Group Securities Inc.1,293$131K0.0%N/A0.007%
2/13/2025CreativeOne Wealth LLC8,803$847K0.0%N/A0.048%
2/13/2025Envestnet Asset Management Inc.119,831$11.53M0.0%+2,531.3%0.652%
2/12/2025OLD Mission Capital LLC3,900$375K0.0%N/A0.021%
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2/12/2025JPMorgan Chase & Co.17,375,918$1.67B0.1%-4.1%94.537%
2/11/2025LPL Financial LLC292,159$28.11M0.0%+1,484.6%1.590%
2/11/2025Wayfinding Financial LLC4,202$404K0.2%N/A0.023%
2/10/2025Envestnet Portfolio Solutions Inc.4,765$459K0.0%N/A0.026%
2/10/2025IAG Wealth Partners LLC5,016$483K0.1%-2.1%0.027%
2/10/2025Farther Finance Advisors LLC944$91K0.0%+143.3%0.005%
2/7/2025Prosperity Wealth Management Inc.7,782$749K0.3%+13.1%0.042%
2/6/2025Vestmark Advisory Solutions Inc.122,153$11.76M0.4%+429.5%0.665%
2/6/2025Assetmark Inc.94,080$9.05M0.0%+377.4%0.512%
2/6/2025Steward Partners Investment Advisory LLC2,311$222K0.0%+19.9%0.013%


BBMC Institutional Ownership - Frequently Asked Questions

During the previous two years, 61 institutional investors and hedge funds held shares of JPMorgan BetaBuilders U.S. Mid Cap Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.67B), Jones Financial Companies Lllp ($19.58M), Janney Montgomery Scott LLC ($16.70M), Vestmark Advisory Solutions Inc. ($11.76M), Envestnet Asset Management Inc. ($11.53M), LPL Financial LLC ($3.08M), and Flow Traders U.S. LLC ($3.05M).Learn more on JPMorgan BetaBuilders U.S. Mid Cap Equity ETF's institutional investors.

Of the 58 institutional investors that purchased JPMorgan BetaBuilders U.S. Mid Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($845.28K), LPL Financial LLC ($274.36K), Jones Financial Companies Lllp ($217.28K), Janney Montgomery Scott LLC ($177.44K), Envestnet Asset Management Inc. ($115.28K), Vestmark Advisory Solutions Inc. ($99.08K), and Assetmark Inc. ($74.37K).

Institutional investors have bought a total of 128,492 shares in the last 24 months. This purchase volume represents approximately $13.92M in transactions.

Of the 16 institutional investors that sold JPMorgan BetaBuilders U.S. Mid Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($2.18M), Bank of New York Mellon Corp ($25.41K), Sanctuary Advisors LLC ($25.41K), Royal Bank of Canada ($18.64K), Janney Montgomery Scott LLC ($18.61K), Susquehanna International Group LLP ($14.69K), and Bank of America Corp DE ($3.96K).

Institutional investors have sold a total of 2,292,761 shares in the last 24 months. This volume of shares sold represents approximately $243.70M in transactions.


Related Companies

Institutional ownership data for BATS:BBMC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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